Paraplanner

My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner.

Depending on experience, Paraplanning duties will include report writing, research, investment and financial reviews. Working alongside some of the industry's most highly regarded advisers you will provide them with support and also gain exposure to client meetings/contact. The bulk of their clients are HNW so the level of detail, professionalism and service is critical and you will be a key member to the support team. The company is able to mould the right individual internally depending on their aspirations.

To be a successful applicant you will be an experienced Paraplanner or Senior IFA administrator having completed or be working towards your Diploma level 4. Ideally from ...